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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $550,207 | $97,020+467.1% | $83,327+560.3% | $135,380+306.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 10.08% | 12.31%-2.2pp | 10.64%-0.6pp | 519.81%-509.7pp |
| Employer contribution / active EE | $23,580 | $4,144+469.1% | $3,379+597.9% | $4,779+393.4% |
| Participant deferral / active EE | $11,144 | $5,964+86.8% | $5,565+100.2% | $5,609+98.7% |
| Admin fee / account holder | $203 | $8,426-97.6% | $7,540-97.3% | $10,828-98.1% |